AgencyOptix

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UK Recruitment & Staffing Compliance Software

Market-leading infrastructure for recruitment agencies.

Candidates, clients and compliance — everything you need to run a compliant agency, in one platform.

Candidates, clients & compliance records in one place

Automated right-to-work & DBS renewal alerts

Role-based access across every branch

See it in action

Software your consultants will actually want to use

No PDFs, no shared spreadsheets. One dashboard for what needs attention today, across every branch.

demo.agencyoptix.co.uk/dashboard

Dashboard

Overview across all branches

3

Overdue compliance checks

2

Agency-wide

Open incidents

0

All clear

Active placements

31

Across 3 branches

Timesheets pending

5/40

Due Friday

Needs attention

View all
  • Right-to-work check expires in 7 days

    Amara Osei · North Branch

  • DBS renewal due in 10 days

    Callum Reid · North Branch

  • Timesheet awaiting approval

    South Branch

  • Client review due in 3 weeks

    East Branch

Compliance

Right-to-work checks97%
DBS checks89%
Timesheet approval rate92%

Recent activity

  • Amara Osei submitted a timesheet for w/c 3 Aug20m
  • Callum Reid completed onboarding compliance checks4h
  • Grace Nwosu updated the placement record for South Branch1d

Dashboard view · demo data

Why switch

Built to fix what actually goes wrong

The gaps that cause missed renewals, duplicate records and last-minute timesheet chaos — closed.

Right-to-work and DBS renewals tracked in spreadsheets — until one gets missed

Renewal dates tracked automatically, with alerts before they lapse

Compliance and registration forms scattered across paper and email threads

Digital compliance forms, submitted and searchable in seconds

No live view across branches — problems surface days later

One dashboard shows every branch's open issues, right now

Timesheets chased and rebuilt from scratch every week

Timesheets submitted once, approved in a click, role-based throughout

Candidate files, client records and timesheets living in different systems

Every record — candidates, clients, timesheets — in one shared platform

Included with every plan

Everything the platform gives you

Eight modules, one set of records. What consultants log in a form shows up on the dashboard, the timesheet and the report — automatically.

01

Placements

A live register of every placement you run.

Operations
  • Placement profile, client and candidate in one place
  • Switch between an all-branches view and a single branch's workspace
  • Role-based visibility, so consultants only see the desks they work on
02

Timesheets

Build and approve timesheets without a spreadsheet.

Operations
  • Digital timesheet submission and approval, branch by branch
  • Permission-gated editing for branch managers and payroll
  • Temp and permanent placements tracked side by side
03

Calendar

Compliance renewals, reviews and bookings, together.

Operations
  • One calendar across every branch, filterable by consultant or type
  • Upcoming right-to-work and DBS renewals surfaced automatically
  • Event details link straight through to the candidate or client record
04

Candidates

A single record for every candidate on your books.

Candidate records
  • Right-to-work, DBS and qualification expiry tracked per candidate
  • Placement history and client feedback kept together
  • Risk flags surfaced on the dashboard the moment they're logged
05

Forms & Records

Digital forms built for compliance and audit.

Candidate records
  • Drag-and-drop form builder for registration and compliance checks
  • Draft and submitted records tracked separately, so nothing goes missing
  • A searchable record library for every form ever submitted
06

Clients

Keep every client relationship compliant and on record.

Workforce
  • Contracts, rate cards and account owners tracked per client
  • Role-based access from Consultant to Branch Manager
  • Client profiles linked directly to placements and bookings
07

Incidents

Complaints and incidents, handled properly.

Compliance & reporting
  • Structured incident capture from first report to close-out
  • Notes, outcomes and follow-ups attached to a single record
  • Trends surfaced so recurring issues don't go unnoticed
08

Reports

Everything an auditor or client asks for, ready to export.

Compliance & reporting
  • Compliance and placement roll-ups across every branch
  • Filter by branch, date range or category in seconds
  • Built from the same records consultants already enter — nothing re-keyed

How it works

From kick-off to live, in four steps

We handle the rollout so your team can focus on the desks, not the setup.

01

Kick-off

We walk through the rollout plan together, so your team knows exactly what to expect and when.

02

Discovery

We look at your branches, your current records and your processes, so the platform is set up to match how you actually work.

03

Configure

We set up your branches, clients, roles and permissions, so the platform is ready to use from day one.

04

Train & deploy

We train your team, run final readiness checks, and support you through your first weeks live.

Built the right way

Trust and compliance, not an afterthought

Built for UK recruitment regulation
Designed around the standards that govern the Conduct of Employment Agencies Regulations.
REC-aligned recordkeeping
Compliance and placement records structured around the evidence auditors ask for.
GDPR-conscious by design
Role-based access keeps sensitive candidate records need-to-know, not open to the whole team.
Role-based access, built in
From Consultant to Branch Manager — permissions that match how agencies are actually run.

Pricing

One license. Every branch you run.

One license per company, billed annually — everything included. No per-branch fees and no per-seat maths — add consultants and branches as your agency grows.

AgencyOptix License

£2,199

/ license / year · excludes VAT

Get started

Running a larger agency? Talk to us about a bespoke rollout.

Everything included

  • Unlimited candidates, clients & placement records
  • All 8 platform modules included
  • Product updates included
  • Secure cloud storage included
  • Timesheets, Calendar & Forms & Records
  • Email support

Ready to bring order to your agency operations?

Talk to us about moving your desks onto AgencyOptix — most teams are up and running within a week.

Book a 15-min demo